Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.15%
3 year
19.63%
5 year
8.38%
10 year
5.87%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
15.74%
Sharpe
1.32
Sortino
2.52
Max drawdown
-26.47%
Best month
15.29%
Worst month
-11.34%
Beta vs VTIAX
0.75
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.